University of Texas Law logo Update your account
  • Sign in or Join Account and Briefcase
    Not a member yet? Sign up Forgot password?
  • Accredited CLE
    Live Conferences Studio Webcasts eConferences eCourses Hooked on CLE Answer Bar
  • Research & Self-Study
    Materials eLibrary
  • Subscriptions
    MCLE On-Demand and eLibrary
  • Browse by Practice Area
    Administrative Admiralty and Maritime Alternative Dispute Resolution Appellate - Civil and Criminal Bankruptcy Business Entities Civil Rights Construction Corporate Counsel Criminal Cybersecurity Elder Law and Guardianship Employment Entertainment and Sports Law Environmental Essentials Ethics Exempt Organizations / Nonprofits Family Government Enforcement / White Collar Crime Healthcare Immigration Insurance Intellectual Property / Patent Law International Law Practice Management Litigation M&A and Securities Oil, Gas and Energy Practice Skills Real Estate Renewable Energy School Self-Care Taxation Technology Technology for Lawyers Trusts and Estates / Probate Water
  • Search
  • Shopping Cart

What are you searching for?

Skip to main content
UT Law CLE logo
  • Overview /
  • Schedule /
  • Faculty /
  • Credit Info /
  • Key Dates /
Register or Buy ticket icon Buy
In response to current events, UT Law CLE has suspended live, in-person attendance for the 29th Annual LLCs, LPs and Partnerships.

However, this year’s conference will continue virtually, via Live Webcast, as currently scheduled on July 23-24, 2020 enabling currently registered attendees to receive timely information and meet their MCLE requirements. We will notify all registrants via email with options for transferring their registration to this live webcast or requesting credits/refunds, and will post regular updates on our website regarding this conference. For further inquiries, please contact our Customer Service Team at service@utcle.org.
Conference art

29th Annual

LLCs, LPs and Partnerships

Live Webcast Jul 23-24, 2020
Conference Concluded
Buy
Related products: eConference Materials
Brochure thumbnail
Download Brochure (PDF)

Overview

LLCs, LPs and Partnerships, now in its 29th year, features a distinguished faculty of practitioners and academics covering the latest developments in unincorporated entities. The virtual program provides great forms, model agreements, coverage of best practices for key clauses and provisions, and analyzes issues faced by practitioners.

2020 highlights include:
  • Hear the latest updates in Texas case law, as well as filing tips and administrative guidance from the Secretary of State.
  • Coronavirus Relief Legislation Update
  • Learn about bankruptcy law issues related to unincorporated entities.
  • Who is a Partner?, a discussion covering partners by estoppel (purported partners), non-equity partners, and other circumstances in which the status of being a “partner” is important.
  • Hear a discussion presenting three model agreements tailored for a closely held company and walk through decisions that the authors made in drafting the agreements to help improve your drafting skills and result in better operating agreements.
  • Examine, in non-technical terms, why Target Allocations are used, how they work, and whether they should be an acceptable allocation method.
  • Learn drafting techniques to better prepare a family partnership, how to keep your contract out of the courtroom, Enterprise Products update and much more.
  • Earn 2.25 hours of legal ethics including a presentation on Ethics of Technology in Law Practice: What Lawyers Need to Know.
Tune in a day early for Wednesday evening’s Nuts and Bolts of LLCs, LPs and Partnerships—ideal for beginners or a great refresher for experienced practitioners.

  • Buy

Event Schedule

Program is subject to change.
All times are Central Time Zone.

  • Day 1 July 23, 2020
  • Day 2 July 24, 2020
  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    Presiding Officer:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
  • 8:20 am
    Welcoming Remarks

  • 8:30 am
    1.00 hr
    Case Law Update
    A survey of recent Texas cases addressing significant issues (fiduciary duties, piercing the entity veil, and more) in the context of LLCs and partnerships (including limited partnerships and LLPs).

    Elizabeth S. Miller, Baylor Law School - Waco, TX
    Douglas K. Moll, University of Houston Law Center - Houston, TX

  • 9:30 am
    5-Minute Break

  • 9:35 am
    0.75 hr
    Bankruptcy in LLCs, LPs and Partnerships
    Bankruptcies are likely to increase as a result of the coronavirus disease 2019 (COVID-19) pandemic. Learn about bankruptcy law issues related to unincorporated entities, including issues that arise when a partner or member declares bankruptcy and issues that arise when the entity declares bankruptcy.

    James J. Wheaton, Boston University School of Law - Boston, MA

  • 10:20 am
    5-Minute Break

  • 10:25 am
    0.75 hr
    Charging Orders
    A charging order is a court-authorized lien imposed by a creditor on distributions made from an LLC or a partnership. Examine drafting considerations that might affect how an entity and its management are equipped to deal with charging orders.

    Trenton Hood, Brookshire Grocery Company - Tyler, TX

  • 11:10 am
    5-Minute Break

  • 11:15 am
    0.75 hr
    Letters of Intent and Side Letters (Enterprise Products)
    On January 31, 2020, the Texas Supreme Court issued its opinion in Energy Transfer Partners, L.P. v. Enterprise Products, L.P., an important case about when a business relationship is deemed to be a partnership under Texas law. Learn about this case and what it means for structuring and drafting agreements for business relationships.

    John C. Ale, Southwestern Energy Company (Retired) - Houston, TX
    Christine Hurt, Brigham Young University - Provo, UT

  • 12:00 pm
    Break for Lunch - Presentations Resume at 12:25 p.m.

  • Thursday Afternoon
    Presiding Officer:
    Elizabeth S. Miller, Baylor Law School - Waco, TX
  • Luncheon Presentation
  • 12:25 pm
    1.00 hr ethics
    Multi-Party Representation for the Business Lawyer – 2020 Revisited
    Building on the 2019 presentation on Multi-Party Representation, delve more deeply into the thorny ethical issues when undertaking a business transaction with current clients, possibly impacting former clients, and with an eye to vicarious knowledge of confidences across the law firm.

    George W. Coleman, Law Office of George W. Coleman - Dallas, TX
    William D. Elliott, Elliott, Thomason & Gibson, LLP - Dallas, TX

  • 1:25 pm
    5-Minute Break

  • 1:30 pm
    0.50 hr
    0.25 hr ethics
    Who is a Partner?
    People commonly refer to each other as “partners” but who is truly a partner for legal, ethical and tax purposes. A discussion covering partners by estoppel (purported partners), non-equity partners, and other circumstances in which the status of being a “partner” is important.

    Christine Hurt, Brigham Young University - Provo, UT
    Robert R. Keatinge, Holland & Hart LLP - Denver, CO

  • 2:00 pm
    5-Minute Break

  • 2:05 pm
    0.75 hr
    Keeping Your Contract Out of the Courtroom: Contractual Rules for Drafting Partnership and Operating Agreements, Including a Helpful Checklist
    Under the Texas Business Organizations Code, partnership and company agreements are powerful contractual tools for establishing the relationship among the partners or members and their organizations. Because partnership and company agreements serve such an important role in establishing these relationships, errors in the drafting of those agreements can create profound problems in the relationship of the partners or members. Explore techniques and rules to assist with drafting partnership and operating agreements in order to avoid those problems and potential litigation.

    Robert R. Keatinge, Holland & Hart LLP - Denver, CO
    Kayla Landeros, Baylor Law School and Naman, Howell, Smith & Lee, PLLC - Waco, TX

  • 2:50 pm
    5-Minute Break

  • 2:55 pm
    0.75 hr
    Model Agreements for Closely Held LLC’s
    Company agreements for LLC’s come in all shapes and sizes and it is sometimes hard to know where to turn to create an operating agreement for a new LLC. Hear a discussion presenting three model agreements tailored for a closely held company and walk you through decisions that the authors made in drafting the agreements to help improve your drafting skills and result in better operating agreements.

    Cliff Ernst, McGinnis Lochridge - Austin, TX
    Elizabeth S. Miller, Baylor Law School - Waco, TX

  • 3:40 pm
    5-Minute Break

  • 3:45 pm
    0.75 hr
    Ambiguous, Omitted, and Inconsistent Provisions in Partnership and Company Agreements: Approaches and Examples (Plus Bonus Discussion: Force Majeure in Texas)
    Even though advisors put a lot of energy into drafting partnership or operating agreements, it seems that when a dispute or need for interpretation arises every agreement has ambiguities, omissions, or inconsistencies. A commercial litigator and transactional business organizations lawyer discuss how they address these contractual infirmities and how they may be avoided in future transactions, and will explore Texas law related to force majeure clauses.

    Ladd Hirsch, Winstead PC - Austin, TX
    Christina Marshall, Haynes and Boone LLP - Dallas, TX

  • 4:30 pm
    5-Minute Break

  • 4:35 pm
    0.75 hr
    Target Allocations for the Rest of Us
    Target Allocations are widely used to allocate partnership income and loss in a manner that causes the partners’ capital accounts to match, if possible, the amount the partners should receive if the partnership liquidated and distributed its assets to the partners. But there is no IRS guidance as to whether the use of Target Allocations is an acceptable partnership allocation method. Examine in non-technical terms why Target Allocations are used, how they work, and whether they should be an acceptable allocation method.

    Dan G. Baucum, Daniel Baucum Law PLLC - Dallas, TX
    William D. Elliott, Elliott, Thomason & Gibson, LLP - Dallas, TX

  • 5:20 pm
    Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officer:
    Cliff Ernst, McGinnis Lochridge - Austin, TX
  • 8:30 am
    0.75 hr
    Secretary of State Update
    Learn how to avoid last-minute filing issues. Hear filing tips, resources, and administrative issues that will make you a star with your client on filing with the Secretary of State.

    Kevin Tipton, Office of the Secretary of State - Austin, TX
    Materials By:
    Carmen Flores, Office of the Secretary of State - Austin, TX

  • 9:15 am
    5-Minute Break

  • 9:20 am
    0.75 hr
    Coronavirus Relief Legislation Update
    Congress has passed several pieces of legislation to assist individuals and businesses affected by the coronavirus disease 2019 (COVID-19).  Hear an update on this legislation and what these new laws may mean to you and your clients.

    Veronica D. Cruz, McGinnis Lochridge - Houston, TX
    Robert E. Reetz Jr., McGinnis Lochridge & Kilgore - Austin, TX
    Materials By:
    Felicity A. Fowler, McGinnis Lochridge - Dallas & Houston, TX

  • 10:05 am
    5-Minute Break

  • 10:10 am
    0.75 hr
    Family Business Entities: Avoiding the Land Mines
    Never has the adage “bad facts make bad law” rung more true than in the use of business entities in the estate planning arena. Because of the importance in this arena, estate planners must understand the benefits and pitfalls associated with using business entities in family succession, business and estate planning.

    Gene Wolf, Kemp Smith LLP - El Paso, TX

  • 10:55 am
    5-Minute Break

  • 11:00 am
    0.75 hr
    When Unplanned Events Impact Partners, How Does the Family Partnership Respond?
    Incorporated entities, especially limited partnerships, have long been used to achieve tax planning goals for families and family businesses. Often the limited partners in these family limited partnerships are individuals who will experience divorce, death or mental incapacity. Learn drafting techniques that will better prepare the entity and the other partners to deal with these events.

    Frank Z. Ruttenberg, Haynes and Boone, LLP - San Antonio, TX
    Jason Bashara, Law Offices of Jason S. Bashara - San Antonio, TX

  • 11:45 am
    5-Minute Break

  • 11:50 am
    1.00 hr ethics
    Ethics of Technology in Law Practice: What Lawyers Need to Know
    Consider ethical issues presented by the ever-changing uses of technology in the practice of law including on-line client meetings, meta-cleaning, social media problems and solutions, and your obligation to save information transmitted by texts or other media forms that are not typically auto-saved and archived.

    Erreka Campbell, Apple, Inc. - Austin, TX
    Skyla R. Banks, Amdocs, Inc. - Dallas, TX
    Nate St. Clair, Jackson Walker LLP - Dallas, TX

  • 12:50 pm
    Adjourn

  • Day 1 July 23, 2020
  • Day 2 July 24, 2020
Download Schedule

Conference Faculty

John C. Ale

Southwestern Energy Company (Retired)
Houston, TX

Skyla R. Banks

Amdocs, Inc.
Dallas, TX

Jason Bashara

Law Offices of Jason S. Bashara
San Antonio, TX

Dan G. Baucum

Daniel Baucum Law PLLC
Dallas, TX

Erreka Campbell

Apple, Inc.
Austin, TX

George W. Coleman

Law Office of George W. Coleman
Dallas, TX

Veronica D. Cruz

McGinnis Lochridge
Houston, TX

William D. Elliott

Elliott, Thomason & Gibson, LLP
Dallas, TX

Cliff Ernst

McGinnis Lochridge
Austin, TX

Carmen Flores

Office of the Secretary of State
Austin, TX

Felicity A. Fowler

McGinnis Lochridge
Dallas & Houston, TX

Ladd Hirsch

Winstead PC
Austin, TX

Trenton Hood

Brookshire Grocery Company
Tyler, TX

Christine Hurt

Brigham Young University
Provo, UT

Robert R. Keatinge

Holland & Hart LLP
Denver, CO

Kayla Landeros

Baylor Law School and Naman, Howell, Smith & Lee, PLLC
Waco, TX

Christina Marshall

Haynes and Boone LLP
Dallas, TX

Elizabeth S. Miller

Baylor Law School
Waco, TX

Douglas K. Moll

University of Houston Law Center
Houston, TX

Robert E. Reetz Jr.

McGinnis Lochridge & Kilgore
Austin, TX

Frank Z. Ruttenberg

Haynes and Boone, LLP
San Antonio, TX

Nate St. Clair

Jackson Walker LLP
Dallas, TX

Kevin Tipton

Office of the Secretary of State
Austin, TX

James J. Wheaton

Boston University School of Law
Boston, MA

Gene Wolf

Kemp Smith LLP
El Paso, TX

Planning Committee

Cliff Ernst—Co-Chair

McGinnis Lochridge
Austin, TX

Elizabeth S. Miller—Co-Chair

Baylor Law School
Waco, TX

John C. Ale

Southwestern Energy Company (Retired)
Houston, TX

Erreka Campbell

Apple, Inc.
Austin, TX

George W. Coleman

Law Office of George W. Coleman
Dallas, TX

Brady J. Cox

Jackson Walker LLP
Dallas, TX

Barbara Spudis de Marigny

Baker Botts
Houston, TX

Carmen Flores

Office of the Secretary of State
Austin, TX

Trenton Hood

Brookshire Grocery Company
Tyler, TX

Robert R. Keatinge

Holland & Hart LLP
Denver, CO

Mike Powell

Office of the Secretary of State
Austin, TX

April Rogers

The University of Texas School of Law
Austin, TX

Frank Z. Ruttenberg

Haynes and Boone, LLP
San Antonio, TX

Sally A. Schreiber

Attorney at Law
Dallas, TX

K. "Andy" Tiwari

Tiwari, PLLC
Helotes, TX

Lorna S. Wassdorf

Austin, TX

Credit Info

  • Live Webcast
MCLE Credit
Toggle view Texas – 11.75 hrs  |  2.25 hrs Ethics
Legal Specialization(s): Civil Appellate Law, Civil Trial Law, Tax Law
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Toggle view California – 11.75 hrs  |  2.25 hrs Ethics
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
Toggle view Oklahoma – 14.00 hrs  |  2.50 hrs Ethics
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
Toggle view Pennsylvania – 11.50 hrs  |  2.00 hrs Ethics
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
Toggle view Other States – 11.75 hrs  |  2.25 hrs Ethics
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.
 
To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. 

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.
MCLE credit is presented based on a 60-minute credit hour.
Other Credit
Toggle view National Accounting CPE – 14.00 hrs
No Additional Credit Information.
Toggle view TX Accounting CPE – 14.00 hrs
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and are presumptively approved by the Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Live Webcast – Jul 23-24, 2020
Conference Concluded
Buy
Live Webcast
Last day for cancellation (full refund): Jul 17, 2020

$50 processing fee applied after this date

Last day for cancellation: Jul 20, 2020

Sign-Up for Our Hooked on CLE Monthly Newsletter

Sign-Up Now  
Accredited CLE
Live Conferences
Studio Webcasts
eConferences
eCourses
Hooked on CLE
Answer Bar
Research & Self-Study
Materials
eLibrary

Subscriptions
MCLE On-Demand and eLibrary
Your UT Law CLE
Your Briefcase
Your Account
Your Cart
Sign In or Join
About
Scholarships
Sponsorships
Speakers
UT Law CLE
About Us
Our Volunteers
Terms of Use
Privacy Policy
Security
Help & Contact
FAQ
Contact Us
Twitter    Facebook    LinkedIn

© 2023 The University of Texas School of Law Continuing Legal Education | 512.475.6700 | Version 7.019.1

Back to top
Warning
Error
Warning
Please sign in to continue
Forgot Password   |  Create Account
Item has been added to your cart.

Checkout
Item has been added to your Briefcase.

Go to your Briefcase